I have more than 10 years’ experience in tax, advising a diverse range of clients. Throughout this period, I have worked with businesses and shareholders across sectors including software, manufacturing, construction, food and beverage and high-tech companies. The majority of my clients are based across the North West, including Manchester, Cheshire, Liverpool and North Wales.
My passion is working with owner-managed businesses and entrepreneurs. This includes advising clients from both a corporate and personal tax perspective. Typical work associated with these clients include; assisting with EIS clearances, setting up share incentive plans for employees/management, preparing research and development tax relief claims, helping companies expand internationally as their business grows, advising on private equity investment and ultimately assisting companies and their shareholders during a transaction process or exit.
I pride myself on providing excellent client service and adding value by identifying wider non-tax related opportunities. I work closely with clients and their advisors, ensuring any tax advice fits both with the commercial goals of the business and the personal objectives of stakeholders.
I enjoy playing football and cricket, (trying) to improve my golf and I am a lifelong supporter of Manchester City.
- ACA (Institute of Chartered Accountants in England and Wales)
- BSc Physics and Finance
- CTA (Chartered Tax Adviser)